Redefining Wealth Management

The initials MFB stand for “My Father’s Business” and our goal is to honor and serve Him and to be about our Father’s Business.  Luke 2:49 ”…I must be about my Father’s business."

We firmly believe that what we do with our time, talents, resources and opportunities matters now and for eternity. Wealth management is more than just investment advice, as it should encompass all parts of a person’s financial life and responsibilities. A person’s true wealth is more than what they own.

Welcome to our website! We are happy you are here. As you click through our pages, our goal is to make you aware of some of the pieces that comprise a solid wealth management plan using tax management, retirement strategies and estate planning disciplines. You will find many different tools and interesting articles that discuss this further throughout your visit.

You are making an important step towards becoming a proactive planner and wise steward. Our professional dedicated staff can assist you with the rest. Now is the time to take the next step and schedule an appointment for a FREE 90 minute consultation with a CERTIFIED FINANCIAL PLANNER™ professional, please click here.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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